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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jeffrey Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 31 years of experience in the finance industry.
Jeffrey Bograd (CRD# 2657383) is an Investment Advisor Representative working at Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA and has over 28 years of experience in the finance industry.
Samuel Bohmiller (CRD# 6339939) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 5 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Nicholas Bollas (CRD# 1062687) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 41 years of experience in the finance industry.
Zachary Bombard (CRD# 6690016) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 7 years of experience in the finance industry.
James Bonaccorsi (CRD# 872111) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 41 years of experience in the finance industry.
Andrew Bonetti (CRD# 5180953) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westborough, MA and has over 12 years of experience in the finance industry. Andrew Bonetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Bonin (CRD# 4505405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Foxboro, MA and has over 22 years of experience in the finance industry.
Christopher Borden (CRD# 1303805) is an Investment Advisor Representative working at Commonwealth Financial Network in Framingham, MA and has over 39 years of experience in the finance industry.